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How to configure SSO with ADFS

Overview

If you have a Yodeck Enterprise account, you can set up a single sign-on using Active Directory Federation Services (AD FS).

To use AD FS to log in to your Yodeck account, you must meet the following requirements:

  • All users in your Active Directory instance must have an E-mail Address to Name ID claim or an email address attribute.

  • You have a server running Microsoft Server 2012, 2016, or 2019.

Please note: this setup process should be done by an IT administrator with experience creating applications in your identity provider account.

Add Yodeck as a Relying Party Trust

  1. Navigate to your AD FS Management tool, then open the Trust Relationships folder in the left sidebar.

  2. Within the Trust Relationships folder, open the Relying Party Trusts folder.

    1. AD FS Management with Relying Party Trusts selected in the tree

  3. Click Add Relying Party Trusts under the Actions bar on the right side of the screen. This will open the Add Relying Party Trust Wizard.

    1. AD FS Relying Party Trusts with Add Relying Party Trust highlighted in the Actions pane

  4. On the Welcome page, leave the default Claims aware option selected and click Start.

    1. Add Relying Party Trust Wizard Welcome page with Claims aware selected

  5. On the Select Data Source page, select Import data about the relying party published online or on a local network. Use the Yodeck metadata URL and click Next .

    1. Add Relying Party Trust Wizard Select Data Source page with the Yodeck federation metadata URL option

  6. Enter Yodeck in the Display Name field, and add any additional notes that you would like.

    1. Add Relying Party Trust Wizard Specify Display Name page with Yodeck entered

  7. On the Choose Access Control Policy, select your preferred policy (ex Permit everyone, Permit specific group) and click Next.

    1. Add Relying Party Trust Wizard Choose Access Control Policy page with Permit everyone selected

  8. On the Ready to Add Trust page, click Next without making any changes.

    1. Add Relying Party Trust Wizard Ready to Add Trust page showing the Yodeck endpoints

  9. On the next page, make sure the box is checked next to Open the Edit Claim Rules dialog for this relying party trust when the wizard closes. Click Close when finished.

    1. Add Relying Party Trust Wizard Finish page with Configure claims issuance policy checked

Create Claim Rules for Yodeck

  1. Closing the Add Relying Party Trust Wizard will automatically open the Edit Claim Rules Wizard for Yodeck. Here, you will configure the attributes that AD FS will send to Yodeck. Click Add Rule .

    1. Edit Claim Issuance Policy for the Yodeck trust with no rules yet and the Add Rule button

  2. Select Send LDAP Attributes as Claims from the dropdown menu.

    1. Add Transform Claim Rule Wizard with Send LDAP Attributes as Claims selected

  3. Name the claim rule LDAP Email and Full Name and select the Active Directory attribute store. Then, add the following rules:Select E-Mail-Addresses in the LDAP Attribute column. Select E-Mail Address in the Outgoing Claim Type column.
    Select Given-Name in the LDAP Attribute column. Type Given Name into the Outgoing Claim Type column.
    Select Surname in the LDAP Attribute column. Type Surname into the Outgoing Claim Type column.

    1. Configure Rule page mapping LDAP attributes E-Mail-Addresses, Given-Name and Surname to outgoing claims

  4. You will now see the new rule in your list of claim rules for Yodeck. Click Add Rule to add the next rule.

    1. Edit Claim Issuance Policy listing the LDAP Email and Full Name rule

  5. Select Transform an Incoming Claim from the dropdown menu.

    1. Add Transform Claim Rule Wizard with Transform an Incoming Claim selected

  6. Configure the following on the next page: Name the claim rule, Email Transform
    Set the Incoming claim type to E-Mail Address
    Set the Outgoing claim type to Name ID
    Set the Outgoing name ID format to Email
    Select Pass through all claim values

    1. Configure Rule page transforming E-Mail Address into Name ID with the Email format

  7. You will now see both of your new rules in the list of claim rules for Yodeck. Click Apply and OK to close the Wizard.

You're now ready to test your ADFS configuration

  1. Log in to your Yodeck account.

  2. Navigate to Account Settings → SSO

  3. Select Import from URL and use your ADFS metadata URL ( https://yourdomain/FederationMetadata/2007-06/FederationMetadata.xml ). There is a long dash in the federation metadata URL, be careful with that.

    1. Yodeck SSO (Single Sign On) settings with the AD FS metadata URL and SAML fields

  4. Click Save to test Single Sign-On Configuration. SSO will be enabled if everything is correctly configured.

Click the above link if you face issues with the specific setup, or send us an email at [email protected], and we will help you right away.

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